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Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,431 | $84,685-25.1% | $73,836-14.1% | $125,389-49.4% |
| Participation rate | 77.8% | 76.8%+1.0pp | 73.4%+4.3pp | 83.2%-5.4pp |
| Annual return | -0.91% | 3123.80%-3124.7pp | 2268.06%-2269.0pp | 282.24%-283.1pp |
| Employer contribution / active EE | $1,896 | $3,123-39.3% | $2,787-32.0% | $4,866-61.0% |
| Participant deferral / active EE | $3,492 | $3,993-12.5% | $3,583-2.5% | $5,352-34.7% |
| Admin fee / account holder | $0 | $5,694-100.0% | $4,882-100.0% | $9,541-100.0% |